Integrating Simply with P Connect Now I Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Simply with P Connect Now I Using Pabbly Connect for seamless task notifications on Slack. Follow this detailed tutorial for step-by-step instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up P Connect Now I for Integrations

To start integrating Simply with P Connect Now I, you first need to set up your account. Begin by visiting the P Connect Now I website and signing in or signing up for free. This platform allows you to automate workflows without needing coding skills. using Pabbly Connect

Once logged in, navigate to the P Connect Now I dashboard. Here, you can create a new workflow by selecting the option to create a workflow. Make sure to name your workflow appropriately, such as ‘Notify Team on Slack for Simply Tasks.’ After naming, choose the folder where you want to save this workflow.

Creating a Trigger with Simply

In this section, we will set up a trigger that activates when a new task is created in Simply. The trigger application in this workflow is Simply. You need to select Simply as your trigger application and choose the event ‘New Task Created’. using Pabbly Connect

Next, click on the connect button. If you have an existing connection, you can save it. If not, you will need to create a new connection by entering the required API key and email address. You can find your API key in the Simply account settings under Integrations.

• Select Simply as the trigger application.
• Choose ‘New Task Created’ as the trigger event.
• Connect to Simply using your API key and email.

After establishing the connection, click on ‘Save and Send Test Request’ to ensure the trigger works correctly. You will need to create a test task in Simply to complete this step.

Fetching Task Details from Simply

After successfully creating a trigger, the next step is to fetch the task details from Simply. This is crucial so that the information about the task can be sent to your Slack channel. In this action step, you will again select Simply as your action application. using Pabbly Connect

Choose the action event ‘Fetch Task by ID’. You will need to map the task ID from the previous trigger response to retrieve the correct task details. Click on the connect button to establish the connection with Simply.

• Select Simply as the action application.
• Choose ‘Fetch Task by ID’ as the action event.
• Map the task ID from the trigger response.

Once you have mapped the task ID, click on ‘Save and Send Test Request’. This will allow you to see if the correct task details are fetched successfully.

Notifying Team on Slack

Now that you have the task details, the final step is to notify your team on Slack. In this section, you will choose Slack as your action application. Select the event ‘Send Channel Message’ to set up the notification. using Pabbly Connect

Connect to Slack by selecting the appropriate token type (user or bot) and clicking on save. Make sure to grant the necessary permissions for P Connect Now I to send messages on your behalf.

Select Slack as the action application. Choose ‘Send Channel Message’ as the action event. Draft your message using the mapped task details.

After drafting your message, click on ‘Save and Send Test Request’. Confirm that the message appears in your selected Slack channel, notifying your team about the new task.

Conclusion

In this tutorial, we demonstrated how to integrate Simply with P Connect Now I Using Pabbly Connect for seamless task notifications on Slack. By following these steps, your team will receive real-time updates on new tasks created in Simply, enhancing collaboration and efficiency.